Oregon State University

Ex4: Fixed Asset Transfer Form

Property Management Policy & Procedure Manual
Section 000: Introductory Material
Effective: 07/01/1995
Revised: 09/10/2007

Transfer From One Responsible Organization (Org) To Another

The asset transfer form is used to transfer assets from one responsible Org to another or to correct a department's Org code, should it change. Asset transfers between departments require signatures from both the requesting and the receiving parties.

  1. [ ]Org or [ ]Sub-Org Only or [ ]Locn Only: Check "Org."
  2. Asset Tag #: Enter the asset number of the item to be transferred.
  3. Transfer From Org: Enter the Organization code for the department currently responsible for the asset.
  4. Transfer from Sub-Org: Enter the two-digit code for the Principal Investigator (PI), if any.
  5. Transfer from Locn: Enter the Location code currently showing on the asset record.
  6. Transfer to Org: Enter the NEW Organization to which the asset is being transferred.
  7. Transfer to Sub-Org: Enter the NEW two-digit code for the PI, if any.
  8. Transfer to Locn: Enter the NEW Location code for the item.
  9. Reason for Transfer: Enter the reason the request is being made.  If a transfer of funds is involved, include the journal voucher number.
  10. Text Comments: If other information should be appended to the text field of the asset record, enter it here, including the name of the new person responsible for asset.  Identify which asset record the text should be added to if more than one asset is being transferred on the same form.
  11. Requestor: Type or print the name of the person requesting the transfer, and have them sign above their typed name.
  12. Phone: Enter the Requester's phone number
  13. Date: Enter the date of the request.
  14. Receiver: Type or print the name of the person signing for the property in the new Organization (could be responsible person, department inventory coordinator, or department head), and have them sign above their typed name.
  15. Phone: Enter the Receiver's phone number.
  16. Date: Enter the date responsibility was accepted.
  17. Property Mgmt: Leave blank.  Property Management will sign and date when the transfer is entered into FIS Banner.

Departments may also use this form to correct locations or PI codes.

Fixed Asset Transfer form with sample data.

OSU Equipment Inventory

FIXED ASSETS TRANSFER FORM

REV 9/97

[X] Orgn          [  ] Sub-Org Only          [  ] Locn Only

                                            Transfer From                                        Transfer To

 

 

Asset Tag #

 

Org

 

Sub-Org

 

Locn

 

Org

 

Sub-Org

 

Locn

 

Reason for Transfer

1

309512

300600

00

AD205

301300

07

AP315

Move to Electrical & Comp Engr

2

309513

300600

00

AD205

301300

07

AP315

“  “   “   “   “   “

3

309514

300600

00

AD205

301300

07

AP315

“  “   “   “   “   “

4

 

 

 

 

 

 

 

 

5

 

 

 

 

 

 

 

 

6

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

8

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

 

 

10

 

 

 

 

 

 

 

 

11

 

 

 

 

 

 

 

 

12

 

 

 

 

 

 

 

 

 

TEXT COMMENTS:  These computers were in a lab that has been updated with new equipment. Computers have been made available to Elect & Comp Engr for graduate student use.  Responsible faculty member is Joshua Wagner.

Requestor:        Melody Bonner                    Receiver:        Chas Tackler                    Property

Phone: 7-9999     Date: 3/21/02      Phone: 7-9595   Date: 3/22/02   Mgmt:  ___

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